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Suncoast Credit Union · 1 day ago

Branch Customer Representative

Port Charlotte, FL

Full-time

Onsite

Entry Level

$20/hr - $20/hr

1+ years exp

Suncoast Credit Union is a recognized workplace in Tampa Bay, focusing on community and employee growth. The Branch Customer Representative plays a vital role in delivering exceptional customer service and conducting financial transactions while fostering member relationships and ensuring confidentiality.

BankingFinancial ServicesFinTech

Responsibilities

Greet and welcome members to the credit union branch providing excellent member service throughout interactions

Identify ways to improve members’ financial life

Present and advise members, or prospective members, about Suncoast Credit Union financial products and services to meet their financial needs

Provide answers to members’ questions

Solve problems regarding members’ financial needs by listening to details, collecting data, securing answers, and reporting results to the inquiring party

Conduct teller transactions such as processing deposits, withdrawals, check cashing, loan payments, transfers between accounts, gift cards, traveler’s checks, and money orders

Assess membership eligibility by interviewing prospective members

Maintain knowledge of Suncoast Credit Union products and services, including features and benefits

Open deposit account

Perform account changes, reconciliations, and error resolution

Implement credit union policies and procedures regarding teller transactions

Verify deposits, withdrawals, loan payments, and account balance amounts

Obtain proper identification and endorsements

Verify signatures, maintain proper check approval and cash drawer limits

Balance cash drawer at the end of day

Maintain an accurate teller balancing record

Secure negotiable items and confidential records

Assist with servicing ATM, night drop vault, coin machine, and CDM

Qualification

Customer ServiceGeneral Math ProficiencyCommunication SkillsData ScienceSales

Required

High school diploma or equivalent

1+ year of experience with a financial institution or similar customer service role (Attainment of a bachelor's degree may be substituted for previous work experience)

General math proficiency to balance cash drawer, audit own work, and reconcile accounts

Good written, verbal and interpersonal communication skills to professionally interact effectively with members and staff

Must be able to maintain a high level of confidentiality